Industry Analysis : Telecom

Industry Analysis : Telecom

 

Global 

• AT & T  - USA
• Verizon - USA
• China Mobile - China (Hong Kong)
• Deutsche Telekom - Germany
• Softbank - Japan
• NTT - Japan
• Vodafone - UK
• China Telecom - China
• Telefonica - Spain
• Orange - France 
• Xfinity (comcast) - USA

Domestic

1. Vodafone Idea (JV with a global biggie)
2. Bharti Airtel
3. Bharti Infratel - Tower company
4. Reliance Jio (not listed - owner Reliance Industries) 

Parameters

• Primary : ARPU (Average Revenue per user) - more is better
• Secondary : Revenue and Profit

Industry Analysis - Tyre

Industry Analysis - Tyre

World Ranking

• Bridgestone - Japan
• Michelin - France
• Goodyear - USA (India subsidiary)
• Pirelli - Italy
• Apollo Tyres - India (WR 5)
• MRF Tyres - India (WR 6)
• Continental Tyre - Germany
• Dunlop - USA
• Yokohama - Japan
• Hankook - South Korea

India Ranking

• MRF
• Apollo Tyres
• J K tyres
• CEAT
• TVS Srichakra 
• Goodyear India

Industry Analysis : Steel

Industry Analysis : Steel

World Ranking

• ArcelorMittal - Luxembourg
• Nippon Steel and Sumitomo Metal Corporation - Japan
• Hebei Iron and Steel - China
• Baosteel - China
• Wuhan Iron and Steel - China
• POSCO - South Korea
• Jiangsu Shagang - China
• Tata Steel - India (World Ranking : 8)
• Hyundai Steel - South Korea
• JFE Steel (earlier known as Kawasaki Steel) - Japan

India Ranking

• Tata Steel
• JSW Steel (JFE is part owner)
• SAIL

Industry Analysis : Cement

Industry Analysis : Cement

Cement : consists of Grey cement, white cement and ready-mix concrete.

World leaders:

• LafargeHolchim (France and Switzerland merger) - WR - 1
• Heidelberg Italcementi (German and Italian merger) - WR 2
• China (7 companies) - CNBM, Anhui Conch, Jidong, China Resources, Sinoma, Shanshui, Taiwan Cement
• Cemex - Mexico
• Votorantim - Brazil
• UltraTech - India (WR - 14)
• EuroCement - Russia

India leaders:

• UltraTech Cement (IR 1)
• UltraTech grey cement capacity - 100 mtpa  approx - year 2018
• Birla white and Wallcare putty - 1 mtpa approx - year 2018
• Ultratech RMC (Ready Mix Concrete) plants - 100 plus - capacity ? - year 2018

• ACC (brands of Lafarge Holchim - IR2)
• ACC -  33 MT
• Gujarat Ambuja (brands of Lafarge Holchim - IR3)
• Ambuja - 30 MT
• Shree cements (IR 4)
• Capacity - 30 MT
• Dalmia Bharat
• Capacity - 20 MT
• Nirma (unlisted) - bought existing assets of Lafarge.
• Capacity - 14 MT
• JSW Cement - Sajjan Jindal - Unlisted
• Capacity - 12 MT
• Heidelberg
• Capacity - 5 MT